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A Deep Dive on the Power Law
Data on VC returns in the last decade, public market returns in the last century, and what this means for investors.
Dec 8
•
Eric Flaningam
19
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A Deep Dive on the Power Law
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1
Nvidia: Past, Present, and Future
A deep dive on Nvidia's history, business and technology today, and the future outlook for the business
Dec 1
•
Eric Flaningam
43
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Nvidia: Past, Present, and Future
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8
November 2024
The Inference Landscape
An overview of the technology, market, and trends in AI Inference
Nov 24
•
Eric Flaningam
46
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The Inference Landscape
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4
The AI Semiconductor Landscape
An overview of the technology, market, and trends in AI semiconductors
Nov 10
•
Eric Flaningam
and
Austin Lyons
43
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The AI Semiconductor Landscape
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6
Q3 '24 Hyperscaler Update: CapEx Growth Continues
Market share, revenue, and trends for Microsoft, Amazon, and Google
Nov 3
•
Eric Flaningam
16
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Q3 '24 Hyperscaler Update: CapEx Growth Continues
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October 2024
Nuclear's AI Opportunity
Nuclear's Big Tech Moment, the History of Nuclear, the Challenges Ahead, and Why I'm Excited
Oct 27
•
Eric Flaningam
60
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Nuclear's AI Opportunity
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4
AI Data Centers, Part 2: Energy
A Primer on Energy Markets, Technology, History, and Some Thoughts on the Path Forward
Oct 20
•
Eric Flaningam
66
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AI Data Centers, Part 2: Energy
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5
A Primer on AI Data Centers
An overview of the history, technology, and companies exposed to the AI data center buildout
Oct 13
•
Eric Flaningam
102
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A Primer on AI Data Centers
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5
September 2024
The Current State of AI Markets
A Quantitative Look at where Value has accrued in the AI Value Chain
Sep 8
•
Eric Flaningam
160
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The Current State of AI Markets
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6
August 2024
Physical Design Software: The Strongest Moats in Software
An Overview of the History, Market, and Trends in CAD, Simulation, and EDA software
Aug 18
•
Eric Flaningam
57
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Physical Design Software: The Strongest Moats in Software
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4
An Update on Cloud Markets and AI Value Creation
Q2 '24 Cloud Report on Hyperscaler Market Share, AI Revenue, and Strategy
Aug 4
•
Eric Flaningam
38
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An Update on Cloud Markets and AI Value Creation
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2
July 2024
A Primer on Semiconductor Capital Equipment
Overview of technology and markets for the semiconductor capital equipment providers
Jul 21
•
Eric Flaningam
58
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A Primer on Semiconductor Capital Equipment
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